See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,947 | $72,492-35.2% | $87,100-46.1% | $72,985-35.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.41% | 24.46%-5.0pp | 28.19%-8.8pp | 81.00%-61.6pp |
| Employer contribution / active EE | $3,546 | $1,894+87.2% | $2,521+40.6% | $2,440+45.3% |
| Participant deferral / active EE | $5,575 | $3,270+70.5% | $4,049+37.7% | $3,607+54.5% |
| Admin fee / account holder | $47 | $5,055-99.1% | $7,497-99.4% | $5,124-99.1% |